How will TLH affect my allocations?

George
- August 28, 2015 19:24

Our tax loss harvesting algorithm integrates seamlessly with our rebalancing algorithm. Our rebalancing makes sure that your portfolio stays in line with your risk by keeping your allocation across different asset classes in line with your target portfolio. The TLH algorithm works within the rebalancing thresholds by transitioning between ETFs that track the same broad asset class.